GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-11
- IRS object ID
- 201811789349100606
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-11T11:17:27-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacey L Wood CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6501 Congress Avenue Suite 100 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656085406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gertrude E Skelly Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERT | BusinessNameControlTxt |
| Phone | 5612761008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 N Ocean Boulevard Room 206 | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erik Joh | PersonNm |
| Person Title | CoTrustee | PersonTitleTxt |
| Signature | 2018-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacey L Wood CPA | PreparerPersonNm |
| Phone | 5617400115 | PhoneNum |
| Preparation | 2018-06-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,975,514 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $80,299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $299,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,397,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,034 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,092 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $943 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $555,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $274,902 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $137,451 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,451 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,769 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,769 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,625 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,349 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,051 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,460 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $317,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $950,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $950,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,267,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,112,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$711,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211 | CashBOYAmt |
| Cash EOY | $213 | CashEOYAmt |
| Cash EOYFMV | $213 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,102,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $325,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,634 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,368,578 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,748,401 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,747,613 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,230,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,332,220 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,516,781 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $763,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,342,832 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,371,672 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $9,409 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,601 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,601 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,474,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,762,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,975,514 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,471,770 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,759,901 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,471,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,759,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,474,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,762,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,471,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$711,869 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,759,901 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,759,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,034 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $880,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,376,190 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.057285 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $889,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,555,672 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.057194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $858,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,725,093 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.051329 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $889,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,579,442 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.057080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $904,391 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,970,315 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.060412 | DistributionYr5Rt |
| Total Distribution | 000.283300 | TotalDistributionRt |
| Average Distribution | 000.056660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,084,999 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $911,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,590 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $913,966 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,112,480 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,590 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,590 | SubtotalAmt |
| Tax Based On Investment Income | $2,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,800 | OriginalReturnTaxPaidAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $2,204 | OverpaymentAmt |
| Applied To ES Tax | $2,204 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suntrust Banks Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4072374500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Orange Avenue | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Suntrust Bank S Florida | ||||||
| 300 S Orange Avenue | Orlando | FL | 32801 | Trustee | 008.00 | $137,451 |
| Erik E Joh PA | ||||||
| 4600 N Ocean | Boynton Beach | FL | 33435 | Trustee | 030.00 | $137,451 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,329,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,329,948 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,329,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,084,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $804,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $804,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,590 | TotalTaxAmt |
| Distributable Before Adj | $801,660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $801,660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $801,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,112,480 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,112,480 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,590 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,109,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $801,660 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $159,837 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,162 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,205 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116,707 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $555,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,112,480 | QualifyingDistributionsAmt |
| Applied To Current Year | $801,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,820 | RemainingDistriFromCorpusAmt |
| Total Corpus | $866,062 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $159,837 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $706,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,331 | ExcessFromYear4Amt |
| Excess From Year3 | $46,162 | ExcessFromYear3Amt |
| Excess From Year2 | $117,205 | ExcessFromYear2Amt |
| Excess From Year1 | $116,707 | ExcessFromYear1Amt |
| Excess From Current Year | $310,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GE Skelly Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 N Ocean Boulevad | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5612761008 | RecipientPhoneNum |
| Recipient Email Address | ejohhhk.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Submit on organizations letterhead the details of the organizations purpose and function and the methods utilized to accomplish the objectives. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30th of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are granted only to qualified charitable organizations that directly provide services or scholarships. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Colby Sawyer Charitable Contributions | |||||
| 541 Main Street | New London | NH | 03257 | Challenger Gift | $100,000 |
| AmiKids | |||||
| 5915 Benjamin Center Drive | Tampa | FL | 33634 | Addl Mental Health Services | $15,000 |
| Berea Emergency Fund | |||||
| 101 Chestnut St | Brea | KY | 40404 | Emergency Fund | $10,000 |
| Binghampton University | |||||
| PO Box 6005 | Binghampton | NY | 13902 | Programs | $20,000 |
| Boggy Creek Gang | |||||
| 30500 Brantley Branch Road | Eustis | FL | 32736 | Camp Scholarship/Supplies | $10,000 |
| Community Services of Swain | |||||
| PO Box 812 | Bryson City | NC | 28713 | Programs | $15,000 |
| Duke University School of Nursing | |||||
| 307 Trent Drive | Durham | NC | 27710 | Emergency Support | $15,000 |
| East Carolina University | |||||
| E 5th Street | Greenville | NC | 27858 | Nursing Scholarships | $15,000 |
| Everglades | |||||
| 18001 Old Cutler Rd Ste 625 | Palmetto Bay | FL | 33157 | Intern/Extern Program | $5,000 |
| FAU | |||||
| PO Box 3091 | Boca Raton | FL | 33431 | Doctoral Nursing Scholarships | $15,000 |
| Hospital Foundation Adventist | |||||
| 7600 Carrol Ave | Takoma Park | MD | 20912 | Nursing Emergency Fund | $15,000 |
| Brookwood | |||||
| One Brookwood Road | Manchester | MA | 01944 | Health Wellness Care | $10,000 |
| Broward College Foundation | |||||
| 110 East Broward Blvd | Ft Lauderdale | FL | 33301 | Dream Scholarship | $10,000 |
| Caridad Center | |||||
| 8645 W Boynton Beach Blvd | Boynton Beach | FL | 33472 | Vision Program | $15,000 |
| Center for Technology & Innovation | |||||
| 2214 Rock Hill Road | Herndon | VA | 20170 | Operating Support | $10,000 |
| Children's Aid & Family Services | |||||
| 200 Robin Road | Paramus | NJ | 07652 | Foster Care Program | $20,000 |
| Children's Health Care of Atlanta | |||||
| 1577 NE Expressway Ste A | Atlanta | GA | 30329 | Purchase Simulator | $10,000 |
| FIU | |||||
| 11200 SW 8th Street | Miami | FL | 33199 | Travel Programs | $15,000 |
| Florida State College | |||||
| 101 W State St | Jacksonville | FL | 32202 | Emergency Funds | $10,000 |
| Florida State University | |||||
| 600 W College Ave | Tallahassee | FL | 32306 | Emergency Needs | $15,000 |
| Frontier Nursing University | |||||
| 195 School Street | Hyden | KY | 41749 | Scholarships | $25,000 |
| Georgia Health Science | |||||
| 987 St Sebatian Way | Augusta | GA | 30912 | Emergency Assistance Fund | $10,000 |
| Harbor Branch Oceanographic | |||||
| 5600 US 1 North | Ft Pierce | FL | 34946 | Scholarship Program | $15,000 |
| Hartwick College | |||||
| 1 Hartwick Drive | Oneonta | NY | 13820 | Scholarships | $10,000 |
| Illinois State University | |||||
| 1000 N University St | Normal | IL | 61761 | Nursing Scholarships | $10,000 |
| Indian River State College | |||||
| 3209 Virginia Avenue | Ft Pierce | FL | 34981 | Science Scholarships | $10,000 |
| Lee University | |||||
| 1120 N Ocoee St | Cleveland | TN | 37311 | Emergency Fund | $10,000 |
| Max Planck Florida Institute | |||||
| One Max Planck Way | Jupiter | FL | 33458 | High School Interns | $10,000 |
| Meharry Medical College | |||||
| 1005 Dr DB Todd Jr Blvd | Nashville | TN | 37208 | Emergency Fund | $15,000 |
| Montana State University | |||||
| 211 Montana Hall | Bozeman | MT | 59717 | Support Nursing Students | $15,000 |
| New Opportunity School | |||||
| 204 Chestnut Street | Berea | KY | 40403 | Medical/Dental Expenses | $20,000 |
| North Dallas Shared Ministries | |||||
| 2875 Merrell Road | Dallas | TX | 75229 | Medical Services | $10,000 |
| Palm Beach Rehabilitation Center | |||||
| 4522 S Congress Avenue | Lake Worth | FL | 33461 | Food Service Training Program | $10,000 |
| Palm Beach State College | |||||
| 4200 Congress Avenue | Lake Worth | FL | 33461 | Nursing Scholarships | $10,000 |
| Parent to Parent | |||||
| 7990 SW 117th Avenue | Miami | FL | 33183 | Scholarships | $10,000 |
| Providence St Medical School | |||||
| 119 S Central Park Blvd | Chicago | IL | 60624 | Scholarships | $30,000 |
| Quinnipiac University | |||||
| 275 Mount Carmel Avenue | Hamden | CT | 06518 | Scholarships | $20,000 |
| University of North Dakota | |||||
| PO Box 9025 | Grand Forks | ND | 58202 | Scholarships | $40,000 |
| Roberts Wesleyan College | |||||
| 2301 Westside Drive | Rochester | NY | 14624 | Scholarships | $10,000 |
| Smithsonian Institute | |||||
| PO Box 37012 MRC 310 | Washington | DC | 20013 | Webcasts Program | $30,000 |
| South Dakota State University | |||||
| 1175 Medary Ave | Brookings | SD | 57006 | Expansion of Nursing Programs | $10,000 |
| South Florida Science Center & Aquarium | |||||
| 4801 Dreher Trail N | West Palm Beach | FL | 33405 | Stem Passport Program | $15,000 |
| South Florida Wildlife Center | |||||
| 3200 SW 4th Avenue | Ft Lauderdale | FL | 33315 | Intern/Extern Program | $10,000 |
| St Catherine University | |||||
| 2004 Randolph Avenue | St Paul | MN | 55105 | Access Success Emergency Grant | $15,000 |
| St Johns River State College | |||||
| 5001 St Johns Ave | Palatka | FL | 32177 | Emergency Stipends | $10,000 |
| University of Alabama | |||||
| NB204 | Birmingham | AL | 35294 | Studen Success Emergency Fund | $10,000 |
| University of Arkansas | |||||
| 4301 W Markham Street | Little Rock | AR | 72205 | PHD Scholarships | $20,000 |
| University of Central Florida | |||||
| 4000 Central FL Blvd | Orlando | FL | 32816 | Emergency Grant Fund | $25,000 |
| University of Cincinnati | |||||
| 2600 Clifton Ave | Cincinnati | OH | 45221 | Nursing Scholarships | $5,000 |
| University of Connecticut | |||||
| 2390 Alumni Drive | Storrs | CT | 06269 | Emergency Assistance | $10,000 |
| University of Maryland | |||||
| 7950 Baltimore Ave | College Park | MD | 20742 | Pillars of Strength Scholarship Program | $5,000 |
| University of New Mexico | |||||
| MSC 09 5360 U of NM | Albuquerque | NM | 87131 | Student Emergency Fund | $15,000 |
| University of North Georgia | |||||
| 82 College Cir | Dahlonega | GA | 30597 | Emergency Funds | $5,000 |
| University of South Florida | |||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | Financial Assistance | $15,000 |
| University of Tennessee | |||||
| 2712 Neyland Drive | Knoxville | TN | 37996 | Program Supplies | $20,000 |
| University of Washington | |||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | Special Needs Scholarships | $10,000 |
| Ursuline College | |||||
| 2550 Lander Road | Pepper Pike | OH | 44124 | Emergency Funds | $10,000 |
| Volunteers in Medicine | |||||
| 41 E Duval Street | Jacksonville | FL | 32202 | Clinic | $15,000 |
| VSA Arts of Florida | |||||
| 2728 Lake Worth Road | Lake Worth | FL | 33461 | Arts Drumming Residency | $5,000 |
| Wayne State University | |||||
| 42 W Warren Avenue | Detroit | MI | 48202 | Emergency Fund | $10,000 |
| Young Womens Christian Association | |||||
| 59 Paul Robeson Place | Princeton | NJ | 08540 | ESL Literacy Initiative | $10,000 |
| Alice Lloyd College | |||||
| 100 Purpose Road | Pippa Passes | KY | 41844 | Scholarships | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $950,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,299 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,996 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $555,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $555,860 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,625 | Amt |
| Net Investment Income | $4,625 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Suntrust - Publicly Traded Holdings - ST | 2017-01 | 2017-12 | $1,313,558 | $1,241,438 | $73,018 |
| Suntrust - Publicly Traded Holdings - LT | 2016-12 | 2017-12 | $2,050,591 | $1,984,067 | $68,421 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds-Various | BondNm |
| EOY Book Value | $1,342,832 | EOYBookValueAmt |
| EOYFMV | $1,371,672 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stocks-Various | $1,195,659 | $1,297,450 |
| Mutual Fund Equities-Various | $10,136,561 | $12,219,331 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,769 | LegalFeesAmt |
| Net Investment Income | $1,769 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Income Taxes | Desc |
| BOY Book Value | $9,409 | BOYBookValueAmt |
| EOY Book Value | $13,601 | EOYBookValueAmt |
| EOYFMV | $13,601 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory fees | $3,678 | $3,678 | |
| Computer Software Supplies | $10,759 | $10,759 | |
| Miscellaneous | $5,345 | $535 | $4,810 |
| Investment Expenses | $791 | $791 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Liquidation proceeds | $943 | $943 |
| Nondividend distributions | $149 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refundable Deposit | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $5,349 | Amt |
| Net Investment Income | $5,349 | NetInvestmentIncomeAmt |
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